Global IC Shortage to Ease in 2022, Matured Nodes to Take Till 2023
Overview:
Counterpoint Research expects the ongoing global IC shortage to begin easing from late 2021, especially in DRAM/NAND. However, logic ICs in mainstream/matured nodes in the foundry industry remain in a tight position and will reach a demand-supply balance only around mid-2023.
• Our bottom-up research indicates 40nm and 28nm are the focus nodes of higher wafer demand growth and will exceed planned supplies in two years.
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